IFP Advisors’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$252 | – | 3772 |
|
|
2025
Q1 | – | Hold |
0
| – | -$259 | – | 3607 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3620 |
|
|
2023
Q1 | – | Sell |
-1,321
| Closed | -$44K | – | 4360 |
|
|
2022
Q4 | $44K | Sell |
1,321
-6
| -0.5% | -$200 | ﹤0.01% | 2336 |
|
|
2022
Q3 | $44K | Hold |
1,327
| – | – | ﹤0.01% | 2472 |
|
|
2022
Q2 | $44K | Hold |
1,327
| – | – | ﹤0.01% | 2259 |
|
|
2022
Q1 | $44K | Buy |
+1,327
| New | +$44K | ﹤0.01% | 2259 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4518 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4307 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4187 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4000 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3853 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3675 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3600 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3570 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3611 |
|
|
2019
Q1 | – | Sell |
-138
| Closed | -$4K | – | 3335 |
|
|
2018
Q4 | $4K | Sell |
138
-119
| -46% | -$3.45K | ﹤0.01% | 2916 |
|
|
2018
Q3 | $6K | Hold |
257
| – | – | ﹤0.01% | 3112 |
|
|
2018
Q2 | $6K | Buy |
257
+123
| +92% | +$2.87K | ﹤0.01% | 3143 |
|
|
2018
Q1 | $4K | Sell |
134
-4
| -3% | -$119 | ﹤0.01% | 3292 |
|
|
2017
Q4 | $4K | Sell |
138
-30
| -18% | -$870 | ﹤0.01% | 3291 |
|
|
2017
Q3 | $5K | Buy |
168
+1
| +0.6% | +$30 | ﹤0.01% | 3378 |
|
|
2017
Q2 | $5K | Buy |
167
+4
| +2% | +$120 | ﹤0.01% | 3394 |
|
|
2017
Q1 | $5K | Sell |
163
-5
| -3% | -$153 | ﹤0.01% | 3293 |
|
|
2016
Q4 | $5K | Sell |
168
-4
| -2% | -$119 | ﹤0.01% | 3301 |
|
|
2016
Q3 | $5K | Hold |
172
| – | – | ﹤0.01% | 3240 |
|
|
2016
Q2 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 3154 |
|
|
2016
Q1 | – | Sell |
-169
| Closed | -$4K | – | 3372 |
|
|
2015
Q4 | $4K | Buy |
+169
| New | +$4K | ﹤0.01% | 3089 |
|